Credit Repair Cloud + Orbit

Create activities in Orbit for new leads in Credit Repair Cloud

Stay on top of new leads with this seamless workflow between Credit Repair Cloud and Orbit. When a new lead is created in Credit Repair Cloud, an activity will be instantly added in Orbit, ensuring efficient tracking and engagement with potential clients. Enhance your lead management process and never miss a beat with this easy-to-use automation.

When this happens...
New Lead
Triggered when you add a new lead.
TriggerInstant
automatically do this!
Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
ActionWrite

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Supported triggers and actions

Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Trigger
Instant
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New Client
Triggered when you add a new client.
Trigger
Instant
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New Lead
Triggered when you add a new lead.
Trigger
Instant
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Update Lead
Triggered when you update a lead.
Trigger
Instant
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- First NameRequired
- Last NameRequired
- EmailRequired
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First NameRequired
- Last NameRequired
- Middle Name
- Suffix
- Email
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write

New Member
Triggers when a new member is created in your workspace.
Trigger
Instant
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- Activity TitleRequired
- Activity Description
- Activity Type
- Activity Type Key
- Activity Link Text
- Activity Link
- Activity Weight
- Activity Properties
- Occurred at
- Key
- New or Additional Member Tags
- Remove and Replace Existing Member Tags
- Member Email
- Member GitHub Handle
- Member Twitter Handle
- Member Name
- Member Company
- Member Shipping Address
- Member Bio
- Member Title
- Member Pronouns
- Member Location
- Member Birthday
- Member T-Shirt Size
- Member Teammate
- Custom Identity Name
- Custom Identity Source
- Custom Identity Source Host
- Custom Identity Username
- Custom Identity Email
- Custom Identity User ID
- Custom Identity Link
Action
Write
- Member Slug or IDRequired
- NoteRequired
Action
Write
- Member IDRequired
- Name
- Shipping Address
- T-Shirt
- Add New Tags
- Replace all Tags
- Biography
- Birthday
- Company
- Title
- Location
- Pronouns
- Slug
- URL
- GitHub
- Twitter
- Email
- LinkedIn
- DEV
Action
Write
- SourceRequired
- Username
- Email address
Action
Search

New Affiliate
Triggers when a new affiliate is created.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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Update Client
Triggered when you update a client.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Middle Name
- Suffix
- Mobile Phone
- Home Phone
- Work Phone
- Work Phone Ext
- Fax
- Social Security Number
- Birth Date
- Street Address
- City
- State
- Zip
- Country
- Memo
- Previous Mailing Address
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile PhoneRequired
- GenderRequired
- PortalAccessRequired
- Alternate Phone
- Phone Ext
- Fax
- Address
- Status
- City
- Zip
- Country
- Internal Note
- Companyurl
- Company
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- Total AmountRequired
- Due DateRequired
- Reference NumberRequired
- Open Amount
- Added Date
- Lines
- Paid Amount
- Invoice Date
- Payment Recived Date
Action
Write
- Activity Types
- Activity Tags
- Member Tags
- Activity Keywords
- Include activities from your teammates?
Trigger
Instant
Try It
- Member SlugRequired
- SourceRequired
- Name
- Source Host
- Username
- UID
- Email
- URL
Action
Write
- Name
- Email
- Twitter Handle
- GitHub handle
- DEV profile
- Bio
- LinkedIn profile
- Orbit Level
- Preferred Pronouns
- Tags to Add
- Location
- Shipping Address
- URL
- Company
- Title
- Birthday
- Teammate
- TShirt Size
- Tags
Action
Write
- Program Public UUIDRequired
- Form ResponseRequired
Action
Write
- IDRequired
Action
Search